-24.4%
STRL vs WU
-15.7%
-8.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | -0.3% | +15.3% | +14.8% |
| 7D | -13.3% | +9.1% | -22.4% | -8.5% |
| 30D | -43.3% | +12.1% | -55.4% | -39.5% |
| 3M | -46.9% | +0.3% | -47.2% | -45.4% |
| 6M | -65.6% | -19.1% | -46.5% | -65.4% |
| YTD | -5.1% | -19.2% | +14.1% | -4.2% |
| All | -24.4% | -15.7% | -8.7% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling